Johnathon Rosica
Investment adviser representative at Alliance Wealth Management Group, LLC
15 yearsExperience
1 stateRegistered in
$517.4MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Alliance Wealth Management Group, LLCApr 2019 to now
- Five Ponds Golf CourseJan 2011 to now
- Mcadam FinancialMay 2018 to Mar 2019
- Neato/ Aneheuser BushJul 2017 to Jan 2018
- Eagle Energy LtdApr 2017 to Sep 2017
- West Chester University of PennsylvaniaAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Alliance Wealth Management Group, LLC
$517.4MAssets managed
447Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7021470
- Firm CRD
- 169573